UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,711
New
Increased
Reduced
Closed

Top Buys

1
+$547M
2
+$421M
3
+$353M
4
GLD icon
SPDR Gold Trust
GLD
+$295M
5
BABA icon
Alibaba
BABA
+$258M

Top Sells

1
+$1.21B
2
+$1.21B
3
+$1.14B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$832M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$421M

Sector Composition

1 Technology 13.83%
2 Healthcare 8.03%
3 Consumer Discretionary 8.01%
4 Financials 7.69%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$3.71M ﹤0.01%
67,517
-29,716
1802
$3.71M ﹤0.01%
99,855
-28,849
1803
$3.71M ﹤0.01%
44,767
-3,463
1804
$3.71M ﹤0.01%
648,740
-44,431
1805
$3.71M ﹤0.01%
21,256
-637
1806
$3.71M ﹤0.01%
115,100
-49,624
1807
$3.7M ﹤0.01%
235,148
+49,656
1808
$3.7M ﹤0.01%
119,102
-2,409
1809
$3.7M ﹤0.01%
50,155
-3,471
1810
$3.69M ﹤0.01%
75,703
+2,252
1811
$3.69M ﹤0.01%
51,396
-7,235
1812
$3.69M ﹤0.01%
95,289
+78,078
1813
$3.68M ﹤0.01%
95,752
+4,645
1814
$3.68M ﹤0.01%
252,800
-25,700
1815
$3.67M ﹤0.01%
89,247
-30,275
1816
$3.66M ﹤0.01%
436,187
+12,905
1817
$3.66M ﹤0.01%
62,705
-151,176
1818
$3.66M ﹤0.01%
162,260
+24,091
1819
$3.66M ﹤0.01%
228,516
+225,365
1820
$3.65M ﹤0.01%
75,854
+60,884
1821
$3.65M ﹤0.01%
95,826
-13,662
1822
$3.64M ﹤0.01%
132,040
+21,557
1823
$3.64M ﹤0.01%
206,737
+29,717
1824
$3.64M ﹤0.01%
93,382
+37,326
1825
$3.63M ﹤0.01%
80,428
-1,106
71 72
73
74 75